Householder Group Estate & Retirement Specialist’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-279	Closed	-$25K	–	840
2024 Q3	$25K	Buy	279 +2	+0.7%	+$191	0.01%	629
2024 Q2	$27K	Sell	277 -80	-22%	-$8.3K	0.01%	603
2024 Q1	$38.2K	Buy	357 +2	+0.6%	+$190	0.01%	528
2023 Q4	$33K	Buy	355 +6	+2%	+$569	0.01%	545
2023 Q3	$34.1K	Buy	+349	New	+$33.1K	0.01%	525
2023 Q1	$30K	Buy	+347	New	+$31.1K	0.01%	547
2022 Q4	–	Sell	-341	Closed	-$28K	–	676
2022 Q3	$28K	Buy	+341	New	+$29K	0.01%	506

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IEO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2024, closing a stake of 279 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in IEO in Q3 2022 and held it in 7 quarters. The position peaked at $38.2K in Q1 2024. 161 funds tracked by Wall St. Rank hold IEO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 279 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $25K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares US Oil & Gas Exploration & Production ETF position peaked at $38.2K in Q1 2024.
161 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.